Fee Arrangements serve as the foundation for Matter Fee Arrangements. A fee arrangement acts as a template that contains all the necessary details, which are then used to generate a tailored matter fee arrangement for a specific matter. If you haven't already familiarized yourself with Fee Arrangements, please be sure to start here first.
Create a New Matter Fee Arrangement
To begin creating a Matter Fee Arrangement, select the New button on the Matter Fee Arrangements related list on the matter record page.
1. Select a Matter Fee Arrangement Type
Select an appropriate record type for the matter fee arrangement. Follow this link for more information about types of fee arrangements.
2. Select a Fee Arrangement
Select a fee arrangement from the list displayed for the chosen type.
- Choose a Name that will make it easy to recognize the fee arrangement when searching and applying it to any matter.
- Provide a Description for future reference.
- Provide a Contingency Percentage to be set for the fee arrangement.
- Choose a Name that will make it easy to recognize the fee arrangement when searching and applying it to any matter.
- Provide a Description for future reference.
- Provide a Matter Price to be set for the fee arrangement.
- Enable Default for Fees to allow the fee arrangement to be set automatically on new time entries for the matter.
- Enable Default for Expenses to allow the fee arrangement to be set automatically on new expenses for the matter.
- Enable Bill at Unit Price for allowing the fee arrangement feature's Unit Price to be used instead of setting the Rate Amount to 0.
- Provide a Recurrence schedule to be set for the fee arrangement. This schedule will determine the frequency with which your clients will be charged on a scheduled basis.
- Provide a Start Date for your recurring schedule for this fee arrangement.
- Provide an End Date for your recurring schedule for this fee arrangement.
- Choose a Name that will make it easy to recognize the fee arrangement when searching and applying it to any matter.
- Provide a Description for future reference.
- Provide a Matter Price to be set for the fee arrangement.
- Enable Include Expenses for allowing the fee arrangement to include expenses for the matter within its computations.
- Provide a Recurrence schedule to be set for the fee arrangement. This schedule will determine the frequency with which your clients will be charged on a scheduled basis.
- Provide a Start Date for your recurring schedule for this fee arrangement.
- Provide an End Date for your recurring schedule for this fee arrangement.
3. Adding Features to the Fee Arrangement
Features do not apply to the capped fee fee arrangement type.
From left to right, the column headings are described as follows:
- Type - Identifies whether the feature will be applied based on the UTBMS code or the role.
- Role - Identifies the feature to be applicable to a particular role within your organization.
- Code - Identifies the feature that is applicable to a particular UTBMS code within your organization.
- Name - Provides the identity of the feature within the fee arrangement, which could be populated based on the selected code or role value.
- Cost - The amount applicable for the specified code and role that is estimated to cost you as an organization.
- Price - The amount applicable for the specified code and role that is to be charged to clients.
- Unit Cap - The maximum number of hours that are included in the fee arrangement price for the specified code or role.
- No Cap - When enabled, this setting removes any cap on the number of hours that may have been specified for the code or role.
- Use Timekeeper Default Rate - When enabled, this setting overrides the price set for the feature for the specified code and role with the timekeeper's default rate within your organization.
- Total Cost - Provides an estimated cost for the specified code and role within the fee arrangement.
- Row Action Menu - Gives the option to Edit or Delete the feature in that row.
From left to right, the action buttons are described as follows:
- Search - Provides searching capability within the features list.
- Features List Action Menu - Contains the options to customize the features list columns using the List Builder.
- Refresh - An action button to reload the features list.
- Filter - An action button to display or customize the filters to view the features list.
- Easy Add - An action button provides a guided wizard for adding a new feature to the fee arrangement.
- New - An action button to initiate the creation of the standard feature for the fee arrangement.
- Clone - An action button that allows cloning of selected features from the list.
- Delete - An action button that allows the user the ability to mass delete selected features from the list.
Easy Add Feature Wizard
The Easy Add function within the features list provides a guided interface for adding a new feature to the fee arrangement.
- STEP 1: Select the Type of feature to be added to the fee arrangement.
- STEP 2: Based on the chosen Type, select from the list of codes or roles to be added as a feature.
- STEP 3: Present an editable form with pre-filled cost & price information for the selected code or role.
Cloning a Matter Fee Arrangement
When a matter fee arrangement is cloned using the standard Clone action button (available on the matter fee arrangement record), all associated features are automatically cloned as well.